MYOB

Seamlessly connect with MYOB to streamline your accounts receivable processes and gain valuable insights.

How to Integrate MYOB

Set up

Navigate to the ERP/Integrations tab and select MYOB from the dropdown menu. Click "Authorise MYOB." A new window will appear, prompting you to log into your MYOB account and grant access to Credit-IQ.

Synchronise

Click 'Synchronise Now'. Credit-IQ will automatically start pulling your customer and invoice data from MYOB.

Success

Once all your invoice data is synced, you can begin tracking accounts receivable and configuring workflows for your customers.